See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC3 years Service code 15 · EIN 54-1835842 | Recordkeeping | $38,953 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,387 | $56,317+48.1% | $71,209+17.1% | $74,304+12.2% |
| Participation rate | 83.4% | 55.1%+28.3pp | 73.8%+9.7pp | 60.3%+23.1pp |
| Annual return | 18.27% | 42.83%-24.6pp | 282.51%-264.2pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,366 | $2,160+9.5% | $2,721-13.0% | $2,241+5.6% |
| Participant deferral / active EE | $5,085 | $2,788+82.4% | $4,175+21.8% | $3,767+35.0% |
| Admin fee / account holder | $217 | $2,290-90.5% | $5,349-95.9% | $2,969-92.7% |